For Azure, the concern is that there is only “limited” upside coming from OpenAI ( OPENAI) usage, as Google's Gemini is ...
Listen to this episode of the GeekWire Podcast.
On Jan. 29, 2026, a rare post-earnings tumble in Microsoft rattled tech stocks even as the Dow hovered near records.
Goldman Sachs: Strong early demand signal for Microsoft products justifies a ramp of spending, Rangan said. Microsoft Azure's lower-than-expected growth, higher CapEx and soft guidance are less in ...
Microsoft shares slid more than 6% after hours despite a strong earnings beat as investors questioned the near-term return on the company's surging AI-driven capital spending.
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